Automation · Tax

Get tax right on every transaction, automatically

GenLedge determines the right tax on every sale and purchase, checks exemption certificates, and keeps watch on where you're approaching nexus, so you register before you owe, not after. Returns are prepared for you, filing deadlines and rate changes are tracked, and anything unusual comes to a person to decide. You stay in control, and every decision is recorded.

Always right

Tax on every transaction

Nexus watched

Alerts before you must register

Returns ready

Liabilities prepared for filing

Deadlines met

Due dates and rate changes tracked

How it works

What happens, step by step

From a single transaction to a return that's ready to file, tax handled end to end.

  1. 1

    A transaction happens

    Every sale or purchase flows in the moment it's recorded.

  2. 2

    The right tax is set

    The correct rate is applied by jurisdiction, code, and rule.

  3. 3

    Exemptions are checked

    Certificates are verified so exempt sales stay exempt.

  4. 4

    Nexus is watched

    You're alerted as you near a threshold, before you must register.

  5. 5

    A return is prepared

    Transactions are aggregated and liabilities calculated, ready to file.

  6. 6

    Deadlines are tracked

    Filing dates and rate changes are watched so nothing slips.

GenLedge determining tax, checking exemptions, and tracking nexus across live transactions.
What it does

Inside tax

Pick an area to see what the automation handles for you.

Tax determined line by line across jurisdictions.

The right tax on every transaction

GenLedge determines the correct tax for each sale and purchase by jurisdiction, product code, and rule, so you never over- or under-charge.

  • Correct rate applied by jurisdiction and product code
  • Rules handled for every state and locality
  • Consistent treatment across sales and purchases
  • Every determination recorded for audit
See it on your workflow
Live transactions taxed correctly as they're recorded.

Right on every transaction, not just at filing

Getting tax right at the end of the quarter is too late. GenLedge determines the correct tax the moment each transaction is recorded, so what you charge and what you owe line up all along. Anything ambiguous comes to a person to decide.

  • Correct tax from the first transaction
  • Charges and liabilities stay in sync
  • Edge cases routed to a human
Nexus view showing states approaching their thresholds.

See nexus coming before it costs you

The expensive part of tax is finding out you owed in a state months ago, not the return. GenLedge watches your activity against every state's thresholds and warns you early, so you register on your terms. You decide when and where to act.

  • Every state's thresholds watched for you
  • Early warnings instead of back taxes
  • You choose when to register
A prepared return alongside its filing deadline.

Returns ready, deadlines handled

When filing time comes, the work is already done. Transactions are aggregated, liabilities are calculated, and deadlines and rate changes are tracked, so returns are prepared and waiting for your review. You approve, and it's recorded.

  • Returns prepared and waiting for review
  • Deadlines and rate changes tracked automatically
  • You approve every filing before it goes
Built to be trusted

Powerful automation, fully under your control

Robust, secure, private, and transparent, so you get the speed of automation without giving up oversight.

You stay in control

The automation does the busywork; your team approves the decisions that matter. Nothing important happens without a person's sign-off.

Everything is on the record

Every action is captured and explainable, so month-end and audits are a lookup, not a scramble.

Your data stays yours

Your information is isolated to your business, encrypted, and never used to train anyone else's systems.

Robust and always on

It runs around the clock with the checks and safeguards to keep your books accurate and your work moving.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about tax

GenLedge determines the correct tax for every sale and purchase based on the jurisdiction, the product or service code, and the rules that apply, across every state and locality you operate in. When something is ambiguous, it's routed to a person to decide. Every determination is recorded so you can always see why a rate was applied.

See tax on your own work

Book a demo and we'll run it on a real workflow from your business, so you can see the value before you commit.